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Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $223,762 | $154,209+45.1% | $130,062+72.0% | $139,487+60.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 4.89% | 32.52%-27.6pp | -137.37%+142.3pp | 373.84%-369.0pp |
| Employer contribution / active EE | $4,627 | $5,292-12.6% | $4,322+7.1% | $4,755-2.7% |
| Participant deferral / active EE | $7,977 | $6,709+18.9% | $5,821+37.0% | $6,713+18.8% |
| Admin fee / account holder | $131 | $13,988-99.1% | $10,601-98.8% | $11,407-98.9% |